Kapil Malhotra
Chartered Financial Planner
Get to know Kapil
More than 20 years in financial services have given Kapil extensive experience of helping individuals, families and businesses make important financial decisions. His career has included roles with HSBC, Santander Private Bank, Investec Wealth & Investment and Rathbones.
As a Chartered Financial Planner, he has advised trustees, corporate organisations and senior accountancy professionals. Kapil has a particular interest in intergenerational planning, helping families preserve and pass on wealth in ways that reflect their values and long-term priorities. Taking time to understand each client’s circumstances, he provides clear, practical advice and values the lasting relationships that develop as a result.
To unwind, Kapil enjoys travelling and keeping active through fitness, both of which bring balance and a fresh perspective to his life.
Professional Standing
All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).
You can click below to view Kapil’s FCA Register Profile.